Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Japan Morning Connection: Semi Caps Mixed but Largely Look Through Intel Capex Headlines

Japan Morning Connection: Intel Continues to Fall Despite Apple Looking to Use Its 14A Process

Japan Morning Connection: Micron Expanding NAND Capacity Does Little to Dent Sentiment for Peers

Ortus Advisors

Equity Bottom-Up

<ul>
<li>INTC down in AH may be felt in softness for SPE suppliers Lasertec, TEL and Ibiden. </li>
<li>Jensen's ultra-bullish Davos pitch calls for trillion more in AI Infrastructure spending to meet his vision for an AI infused society. </li>
<li>ARM higher again will help Softbank nocth more gains on top of yesterday's 11.6% surge </li>
</ul>


INTC down in AH may be felt in softness for SPE suppliers Lasertec, TEL and Ibiden. 
Jensen's ultra-bullish Davos pitch calls for trillion more in AI Infrastructure spending to meet his vision for an AI infused society. 
ARM higher again will help Softbank nocth more gains on top of yesterday's 11.6% surge 


Japan Morning Connection: Market Exuberance for Intel's 14A Looks Slightly Ahead of the Reality

Intel Corp

Japan Morning Connection: Market Exuberance for Intel's 14A Looks Slightly Ahead of the Reality